The Surroundup


  • by Gillian Stovel Rivers, MA, CFP®, CEA
  • March 25, 2021

Gillian Stovel Rivers, Adil Mohammed and Andrew Hawryluk of Surround Wealth Advisors

This month we have been talking about The Surround Manifesto, our declaration to the world of our core values – and the value they bring to our clients.

Do you know all seven elements?  Here they are:

  1. Money is not wealth.

  2. Great communication around money is great for families.

  3. Our clarity gives you control.

  4. Small details are a huge deal.

  5. What we do equals what we get.

  6. Being kind comes back to you.

  7. Be anything, but be the best.

Click here to learn more about each element, and if you have a LinkedIn account, you can also check out the Manifesto posts we’ve been making this month on LinkedIn.